At Any Rate: Unstable Coins

05/13/22 • 12 min

A stablecoin has become unstable. US and global funding markets and regulators are watching closely for signs of contagion. J.P. Morgan’s Teresa Ho joins Alex Roever to discuss their note on recent developments.

Speakers

Alex Roever, US Rates Strategy

Teresa Ho Gentile, US Fixed Income Strategy

This podcast was recorded on May 13, 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4091899-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Speakers

Alex Roever, US Rates Strategy

Teresa Ho Gentile, US Fixed Income Strategy

This podcast was recorded on May 13, 2022.

Previous Episode

Global Commodities: Commodities Supply Chains in a New International Order - Bretton Woods 2.0

Natasha Kaneva discusses the pivot point the global economy is at, necessitating a realignment in the US trade objective from free to "free but secure.” The new plurilateral trade order would realign commodities supply chains among like-minded countries (friend-shoring) to ensure the availability, affordability, security, and sustainability of natural resources. In addition to significantly higher costs of commodities production and supply chain redundancies, the management of strategic and commercial inventories will also have to change, replacing the just-in-time supply chain with just-in-case.

Speakers

Natasha Kaneva, Head of Global Oil and Commodities Research

This podcast was recorded on May 13, 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4075607-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Next Episode

EM Fixed Income: EM fixed income technical support is not as broad as assumed

Jonny Goulden and Saad Siddiqui discuss the positioning and flow supports or risks to EM fixed income assets, as market volatility persists.

This podcast was recorded on 20 May 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4099123-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.